Amphenol (NYSE:APH) Price Target Raised to $215.00

Amphenol (NYSE:APH) had its price objective increased by equities research analysts at BNP Paribas Exane from $200.00 to $215.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the electronics maker’s stock. BNP Paribas Exane’s price target would suggest a potential upside of 34.79% from the stock’s previous close.

Several other research firms also recently issued reports on APH. Zacks Research upgraded Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Bank of America boosted their target price on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Truist Financial increased their price target on Amphenol from $200.00 to $215.00 and gave the company a “buy” rating in a report on Thursday. The Goldman Sachs Group lifted their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $191.67.

Amphenol Stock Up 6.1%

Shares of Amphenol stock traded up $9.19 during midday trading on Thursday, reaching $159.50. 6,717,791 shares of the company’s stock traded hands, compared to its average volume of 9,644,229. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol has a 52 week low of $102.76 and a 52 week high of $178.52. The company’s 50 day simple moving average is $154.34 and its 200 day simple moving average is $144.89. The company has a market cap of $196.22 billion, a price-to-earnings ratio of 45.71, a price-to-earnings-growth ratio of 1.23 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. The firm had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities analysts expect that Amphenol will post 4.87 earnings per share for the current fiscal year.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last 90 days. Insiders own 1.42% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. J. Stern & Co. LLP raised its stake in shares of Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares in the last quarter. Norges Bank acquired a new position in Amphenol in the fourth quarter worth about $3,052,145,000. JPMorgan Chase & Co. lifted its stake in Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Jennison Associates LLC grew its stake in shares of Amphenol by 340.8% in the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the period. Finally, Capital International Investors raised its holdings in shares of Amphenol by 31.5% in the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after buying an additional 5,674,225 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded expectations. Amphenol reported adjusted earnings of $1.35 per share, versus the $1.19 analyst consensus, while revenue reached $8.76 billion—above the $8.26 billion estimate and 55% higher than a year earlier. Amphenol: Q2 Earnings Snapshot
• Positive Sentiment: Management issued significantly better-than-expected Q3 guidance. Amphenol forecasts earnings of $1.40–$1.42 per share and revenue of $9.3–$9.4 billion, compared with consensus estimates of $1.26 per share and $8.6 billion, respectively. Record orders and broad organic growth supported the outlook. Amphenol surges after Q2 results, Q3 outlook beat estimates
• Positive Sentiment: AI infrastructure and datacom demand are key growth drivers. Earnings-call coverage highlighted strong demand for high-speed connectivity used in AI infrastructure, along with contributions from acquisitions and strength across multiple connectivity markets. Amphenol Q2 Earnings Call Highlights AI Connectivity Growth
• Positive Sentiment: Analyst sentiment improved. Truist Financial raised its price target on Amphenol from $200 to $215 and maintained a “Buy” rating, signaling confidence that earnings growth can support further upside. Benzinga analyst coverage
• Neutral Sentiment: Broader market conditions remain a risk. A surge in oil prices, geopolitical tensions involving the U.S. and Iran, and uncertainty surrounding Federal Reserve policy pressured technology shares recently, though Amphenol’s company-specific results are currently the dominant catalyst.

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.